-60.2%
FLNC vs LII
-1.0%
-59.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.3% | -2.4% | -5.9% | -6.9% |
| 7D | -4.2% | +0.5% | -4.6% | -4.5% |
| 30D | -20.0% | -11.2% | -8.8% | -14.1% |
| 3M | -56.9% | -28.8% | -28.1% | -48.0% |
| 6M | -35.5% | -26.9% | -8.6% | -25.0% |
| YTD | -48.8% | -22.2% | -26.6% | -43.1% |
| 1Y | +49.3% | -32.0% | +81.2% | +83.0% |
| All | -60.2% | -1.0% | -59.2% | -62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded LII wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling